Quantumvest

Equity Analyst

January - May 2025 • Los Angeles, CA

What I liked

This was my first finance internship and it prepared me well in both stock analysis and client-based communication. A huge advantage of this internship is that I reported directly to the CEO, who takes great care in mentoring all the interns. Ultimately, I learned how a firm deals with clients and improved my business acumen through things such as the stock trading game competition. The internship is also very flexible hours wise and the team is willing to accommodate you.

What I wish was different

The work was a little challenging sometimes but the CEO was very helpful and guided me throughout the process.

Advice

Be sure to work hard and make use of all of the skills that the CEO (Taylor) teaches you.

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Equity Analyst Internship

January - May 2025 • Scottsdale, AZ

What I liked

Over the past semester, I’ve had the opportunity to gain extensive experience in the field of wealth management through Quantumvest’s Equity Analyst Internship. I originally sought out this opportunity because of the recommendation of two friends who had interned with Quantumvest previously; their advice regarding the skills that I would obtain throughout the development process such as the ability to analyze market behavior patterns and communicate findings effectively combined with frequent client engagement meetings were spot on. I feel like I have gained a holistic experience for my first wealth management internship and my learning opportunities with Quantumvest have steered me towards pursuing similar career paths in the future. For context about the internship experience, our first couple of weeks are spent going over educational material and learning about the strategies of the firm. Every single day of the internship is led by either the CEO and/or President which gives interns the chance to ask meaningful questions constantly. During these first couple weeks, interns go over things like market trend analysis with a variety of technical and fundamental metrics to help give direction for trades in the stock market. Additionally, we learned how to perform new client outreach during this period by practicing pitches with other interns and the CEO. The majority of the work done for this internship is equally split between equity research and client engagement. The equity research portion includes applying the technical and fundamental strategies learned at the beginning of the period to make investment recommendations throughout the semester. We also were assigned research papers periodically to help us explore new strategies and market patterns. For example, one of my white papers was on the variety of stop loss strategies and which strategy made the most sense for the Quantumvest portfolio. Another one was related to market behavior, specifically, analyzing the relationship between attention on a company and the companies’ stock price fluctuations. For the client engagement portion of the internship, we conducted new client outreach with the goal of raising capital for the firm. I grew more confident in my sales abilities and saw a drastic improvement in my understanding of how to communicate relevant hedge fund information. Furthermore, whenever an existing client had a meeting with the firm, interns were encouraged to be attentive to client meetings so that we could understand Quantumvest’s client relationship process. Overall, the constant hands-on experience throughout this internship helped keep me engaged and learning constantly.

What I wish was different

I would have enjoyed doing a deeper dive into fundamental analysis strategies through Quantumvest. However, since Quantumvest mainly conducts technical analysis for their investment strategies, it makes sense why you would be less exposed to financial statement analysis.

Advice

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Equity Research Intern

January - May 2025 • Fort Worth, TX

What I liked

The Equity Research Analyst internship at Quantumvest is perfect for anyone looking to break into finance. Taylor Roncancio, the founder and CEO, offers tons of insight from his experience in the industry and sets you up perfectly to develop the technical and personal skills needed to succeed. They will teach you how to use fundamental and technical analysis to identify Investment opportunities and create stock pitch presentations. You get to work directly with Taylor and his brother Austin, getting insight into portfolio management and handling client needs.

What I wish was different

Advice

Be ready to work hard, but if you’re willing to put in the effort, you will learn everything you need to be successful in your career.

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Equity Trading Analyst

August - December 2023 • Phoenix, AZ

What I liked

My time at Quantumvest was an enriching experience. Mr. Roncancio values punctuality, self-motivation, and determination in interns. He expects his interns to work hard and be the best version of themselves. Responsibilities of this internship included reaching out to clients, creating pitch decks, and researching equities. Interns may also attend off-site client meetings with Mr. Roncancio and learn how to make it in the asset management industry. Mr. Roncancio provides guidance and maintains a positive, energetic office environment. This opportunity provided valuable insights into financial markets, sales, and client interaction. Being able to network with previous Quantumvest interns was extremely valuable, as many work fantastic jobs after the internship and are more than willing to connect, coffee chat, and help with other internship and job opportunities.

What I wish was different

Advice

Be ready to work, buy in, if you aren't good at waking up early, aren't willing to wear a suit, this isn't for you.

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Equity Analyst

August - December 2022 • Phoenix, AZ

What I liked

This internship is the closest job you could have to being an advisor. Great hands on approach really allows you to grow and learn what it takes to make it in this business. Very strong office camaraderie that allows for you to work as a team and compete against your peers as well.

What I wish was different

I was part of the fall semester intern class so I only had 3 days of work a week. With such great hands on learning I do wish that I could have worked more days.

Advice

Work hard and try to learn as much as you can. Its a great experience and opportunity.

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Equity Analyst Intern

May - August 2023 • Phoenix, AZ

What I liked

The main thing I enjoyed while interning at Quantumvest was the mentorship. Austin Roncancio was amazing at breaking down the financial markets and how the finance industry worked as a whole. I learned how to use technical data to evaluate investments, how to create investment strategies for investors, and many other essential skills. My financial knowledge before was very basic, but with the help of the leadership at Quantumvest, I can now confidently move more into the financial world.

What I wish was different

Overall there were not much of anything I would change. The only negative is that it is unpaid but that was made very clear before starting.

Advice

I would say to be ready to work and be coachable. You will get a ton out of the internship if you put fourth the effort.

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Equity Analyst Intern

August - December 2024 • Los Angeles, CA

What I liked

The equity analysis internship role at Quantumvest is a fantastic way of breaking into finance and greatly developed my soft and technical skills when it comes to investment management and finance. Client interactions combined with equity analysis gives the whole package when it comes to building a foundation for financial knowledge. Being able to compete with the other interns through the portfolio management game and apply the financial knowledge you learn is also a great way to solidify the knowledge you learn. Also being able to talk daily with Taylor the CEO and founder is a one of a kind opportunity. However be sure to go above and beyond to truly take advantage of the role.

What I wish was different

Nothing! I had a great time at Quantumvest.

Advice

Be sure to go above and beyond to truly take advantage of the role as it is only a couple months and 15 hours a week.

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Equity Analyst

August - November 2024 • Los Angeles, CA

What I liked

I enjoyed this internship because it offered a perfect blend of hands-on learning and mentorship. The trading game was a standout experience, sharpening my market instincts in a competitive yet supportive environment. Creating pitch decks for institutional investors gave me practical exposure to presenting ideas effectively while attending client calls and meetings provided valuable insights into professional communication. Learning the firm’s strategies deepened my understanding of the market, and the CEO’s mentorship, including taking us to dinner, created a welcoming and inspiring atmosphere. This experience truly boosted my confidence and equipped me with essential skills for a future in finance. In all, if you ever want to break into Wall Street, this is a perfect starting point!

What I wish was different

I wish this internship could be longer so that I could learn more;)

Advice

Always walk in with great confidence and a big smile on your face.

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Equity Analyst

August - November 2024 • Los Angeles, CA

What I liked

Before proceeding any further, I would like to preface and say that: most of the reviews on this platform are an accurate reflection of the type of unique experience you will have during internship. Regardless if you are well-versed in terms like stocks, bonds, ETFs, cryptocurrency, mutual funds, etc., by being able to work directly under the CEO and president of Quantumvest, they will teach you the key fundamental aspects of the wealth management as well as techniques such as technical analysis to assess risk management or how to analyze which vehicles to invest in. With that said, prior to interning for Quantumvest, I came in with minimal knowledge about wealth/asset management and very little experience, but during my time here, I have gained an invaluable amount of knowledge and experience on how to approach different investment vehicles. From the very beginning, the interns are exposed on how to run a portfolio through Wallstreetsurvivor, but as the internship progresses, one will learn different aspects of technical analysis (trendlines, support and resistance) that can then be applied towards this simulation and what vehicles one can choose to invest in. Likewise, in my case, I–as well as the other interns–were able to work on a pitch deck that could be presented to a potential high-net worth client–given the knowledge we gained from learning about technical analysis as well as key fundamental indicators (ex: P/E ratio, current ratio). Having said this, up above represents the technical side of the internship, but the other half of this internship involves potential client outreach. Similar to the technical side of this internship, we were also taught on how to communicate with potential clients through the usage of tonality–meaning, how to change tones in different speech patterns. In conjunction to this, myself as well as the other interns were able to listen in on client meetings that gave valuable insight into this industry. All in all, this was a very “hands-on” experience working under the CEO and president–which has not only taught me the skillset in how to analyze trends, but more importantly, how the markets move.

What I wish was different

Advice

Don’t be afraid to ask questions, and stay resilient.

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Equity Analyst

August - November 2024 • Scottsdale, AZ

What I liked

During my time at Quantumvest, I truly appreciated the opportunity to take on hands-on projects, especially in creating presentations for multinational conglomerates. This gave me the chance to apply what I’ve learned in a practical way while gaining a deeper understanding of what goes into preparing for high-level client interactions. Being able to sit in on client meetings was also incredibly valuable, as it helped me learn more about client relationships and how to build trust and provide tailored solutions. I also really enjoyed the culture at Quantumvest. Having the chance to work closely with the CEO / Senior Portfolio manager & President & Portfolio manager gave me unique insights into the financial world, including how to use industry-leading platforms to spot market trends and use technical analysis to understand them. These experiences not only helped me build my technical skills but also gave me the confidence to contribute to discussions about strategy and performance. Overall, this experience has been a great way to grow my passion for finance and prepare me for future roles in the industry.

What I wish was different

I think having clearer goals or performance metrics for my role would have helped me better measure my progress and identify areas where I could improve.

Advice

Stay open to learning and be willing to take on new challenges, even if they feel outside your comfort zone. This experience is a great opportunity to grow, and mistakes are part of that process.

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Equity Analyst

August - November 2024 • Scottsdale, AZ

What I liked

You will work closely with the CEO/Senior Portfolio Manager and the President/Portfolio Manager to learn and implement effective processes for analyzing stocks. This role provides hands-on experience with both technical and fundamental analysis to guide trading decisions and monitor market activity. Additionally, you will develop strong business communication skills, create high-quality presentations, and present actionable ideas that contribute value to the organization.

What I wish was different

Nothing, they were very inclusive of their schedules and you got a lot of exposure to the daily workings of an RIA firm.

Advice

Be prepared to work diligently and embrace personal growth throughout the internship. The early mornings will challenge your discipline, and the analytical tasks may seem meticulous at times, but the knowledge and insights you gain will far outweigh these challenges. Overall, the experience provided valuable exposure to the daily operations of an investment firm and a deeper understanding of the dedication and effort required to succeed in the industry.

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Equity Analyst

August - November 2024 • Scottsdale, AZ

What I liked

What I appreciated most about this experience was the opportunity for hands-on learning and mentorship. The CEO and President of the company generously shared their expertise, allowing me to shadow them during client interactions. This exposure provided me with valuable experience in financial analysis, market research, and investment strategy. I gained proficiency in analyzing financial statements, key metrics, and other critical data, while also learning how to evaluate stocks through charting patterns and market trends. Additionally, I had the chance to create several presentations that demonstrated my understanding of stock trends and the fundamentals of charting. I was also involved in preparing materials for meetings and outreach efforts aimed at potential clients, contributing to the creation of impactful presentations. Furthermore, I participated in earnings calls, where I actively listened, took detailed notes, and highlighted key financial metrics. The experience also required me to stay informed on market news and sector-specific developments, enhancing my understanding of the economic factors that influence different industries. Overall, this experience allowed me to build a strong foundation in financial analysis and client engagement.

What I wish was different

I don't wish anything had been different.

Advice

I would share that even though learning can be rough sometimes, it's best to embrace it and learn from it. Being able to get this information is really important for your career and it's best to put your full effort and attention into it.

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Equity Analyst

May - August 2024 • Scottsdale, AZ

What I liked

I had an amazing experience interning in the Wealth Management division. Under the guidance of Taylor Roncancio, CEO/Senior Portfolio Manager, and Austin Roncancio, President/Partner, Portfolio Manager, I gained valuable insights into investment vehicles, portfolio analysis, and client relationship management. The hands-on experience with client interactions and sales support roles sharpened my communication, time management, and analytical skills. The collaborative environment and exposure to real-world scenarios deepened my understanding of the wealth management business and what it takes to become a successful Financial or Private Wealth Advisor. I highly recommend this internship to anyone interested in a career in wealth management.

What I wish was different

Advice

Come with an open mind and be willing to learn; this internship helped me tremendously, and I'm confident that it will be one of the most important experiences I will carry with me in the future.

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Equity Analyst

May - June 2024 • Miami, FL

What I liked

During the internship at Quantumvest, I felt that I learnt a lot through first-hand experience in working for CEO Taylor Roncancio. There were many opportunities for me to develop as a future member of the world of finance and a person through the mentorship of Taylor. Having first-hand experience of how Taylor dealt with clients in real time was a particular highlight for me as I was able to learn the different techniques applied when dealing with problems faced from clients as well as Taylor’s proven personal investment strategy. As interns, we also participated in a trading simulator game which helped put into practice what we were taught.

What I wish was different

Nothing.

Advice

Be ready to work hard and you will get a lot out of this internship as a result. The more you put in, the more you’ll get out. Keeping motivated is key.

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Equity analyst

May - August 2023 • Phoenix, AZ

What I liked

At Quantumvest, you are given the chance to learn under Austin and Taylor, brothers that have paved their way in this industry when so many others couldn't. You will get to see the inner workings of portfolio management with the direct support and guidance of the CEO and president- which is a privilege that not many will ever get to experience. This job is not for the undedicated. It requires a lot of hard work and commitment, but in the end will teach you so much.

What I wish was different

I wish I had done this earlier into my college career.

Advice

Be open minded and always come ready to learn the most that you can.

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Equity Analyst Intern

January - April 2024 • Miami, FL

What I liked

I've had an excellent experience with Quantumvest under the guidance of Taylor, the portfolio manager and CEO. Taylor's expertise in stocks and investing has been invaluable, and I've learned a great deal from working with him. The portfolio management provided by Quantumvest has been top-notch, and I've seen significant growth in my investments. Overall, it's been a rewarding journey, and I highly recommend Quantumvest and Taylor for anyone looking to enhance their investment knowledge and portfolio performance.

What I wish was different

Advice

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Equity Analyst

January - May 2024 • Los Angeles, CA

What I liked

During my time at Quantumvest, I have gained great experience in to the world of finance. I got to work closely with the CEO and president, Taylor Roncancio and Austin Roncancio, who taught us very valuable skills like portfolio management and analysis, sales skills, stock trading, client interaction, and overall the wealth management division in finance. I got a lot of real world experience with handling retirement accounts and portfolios while being able to sit in on meetings with investors was a very invaluable experience. He expects his interns to work hard to be the best versions of themselves. He provides guidance through a positive and self motivation mindset that will help carry you in any competitive industry. Being given this opportunity has helped me tremendously in landing other roles as the finance world is incredibly competitive and the skills I have learned will carry on to any future opportunity.

What I wish was different

Advice

Definitely be ready to work hard and be highly motivated. Taylor expects 100% from all his interns and it can be challenging but very rewarding. Also be ready to wake up early and always dress very professionally.

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Equity Trading Analyst Intern

January - April 2024 • Scottsdale, AZ

What I liked

The internship was a great opportunity for me to gain exposure into the hedge fund and asset management industry. I've learned so much within this internship, from portfolio management to client relations. My understanding of the financial world was able to flourish here, and I would recommend it to any student looking to breakthrough and gain more experience in the industry. The highlight of the internship to me had to be working closely with the CEO and President of the company throughout the program. They've taught me so much about both the industry and life, and took on a strong mentorship role to me and my fellow interns.

What I wish was different

N/A

Advice

My advice would just to always show up on time and soak in as much information as possible from these guys, because they have a lot of experience and knowledge that will help you grow in both your career and life.

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Equity Analyst Intern

January - April 2024 • Scottsdale, AZ

What I liked

This internship was a great way to get me introduced to working in finance. I learned a lot of valuable skills including technical analysis and sales. Throughout the internship I participated in a trading course and manage your own portfolio to compete against other interns. This gave me experience in portfolio creation and management, and I have been able to effectively use this outside of the internship. Having little experience before coming into this internship, learning directly from the CEO and President was very valuable. Learning from their past experiences allowed me to understand what a future career in finance entails and what it takes to make it.

What I wish was different

Advice

Be prepared to work hard, the internship is fun but you need to be able to get your work done efficiently.

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Equity Analyst

January - May 2024 • Miami, FL

What I liked

Quantumvest truly changed my life for the better. This internship not only taught me skills & relationships that will last a lifetime, but also helped me earn my dream summer internship with Citi doing advisory. Taylor, CEO of Quantumvest, was a direct mentor & helped me develop my mind & skillset to be successful in finance. Through hard-work & self-belief, this internship was highlighted with a pitch to a billion dollar family office. This pitch would help me get direct experience in a client facing role, an opportunity someone in college will rarely experience. The pitch was a massive success, and helped Quantumvest secure over a million in funding. While my time at Quantumvest is coming to an end, this experience & lessons learned directly helped me land my dream summer internship at CitiBank (where I will be making tens of thousands of dollars as a summer intern & a six-figure salary starting out of college). I can not thank Taylor and the Quantumvest team enough for giving me the ability to break into high-level finance and teaching me what it takes to make it as an adult. Again, I speak the highest praises for this company & CEO.